Tax Administrative Specialist

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:  

 

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.  

 

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

 

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

 

If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

The Tax Administrative Specialist position is in person in our Minneapolis, MN office.
 
Responsibilities: 
 
- Prepare client engagement letters
- Organize and scan client organizers and tax documents
- Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess
- Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment
- Assist other staff with overflow work

Qualifications:
 
- 1+ years of administrative experience in a professional services setting required
- Requires basic proficiency in Microsoft Word, Outlook, and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
- Requires clear, concise verbal and written communication skills, and accurate grammar usage 
- Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously 
- Ability to work flexibly under pressure and time deadlines, with great attention to detail 
- Ability to work with a diverse group of clients and employees, and maintaining a positive attitude towards work, the firm, and the team
 
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
 
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